Home Jobs Private Client Advisor (Consultant)
Back to Jobs

Private Client Advisor (Consultant) - Job Opportunity at Henley & Partners - The Firm of Global CitizensĀ®

Sydney, Australia
Full-time
Senior
Posted: July 23, 2025
Remote
AUD 120,000 - AUD 180,000 per year plus substantial commission structure potentially doubling base compensation for high performers. Total compensation packages typically range from AUD 200,000 - AUD 350,000 annually for experienced private client advisors in the investment migration sector.

Benefits

Flexible working arrangements supporting work-life balance in a demanding client-facing role
Comprehensive professional development programs including industry conferences and specialized training
Access to global network spanning over 40 offices worldwide for career mobility
Competitive compensation package commensurate with high-net-worth client advisory roles
Comprehensive benefits supporting well-being in high-pressure sales environment
Exposure to high-profile projects shaping investment migration industry

Key Responsibilities

Drive revenue growth by converting qualified leads into high-value client relationships through strategic relationship building and exceptional service delivery
Establish and expand strategic partnerships with intermediary partners and introducers to create sustainable business development pipelines
Deliver expert advisory services on complex residency and citizenship planning to ultra-high-net-worth individuals and families
Conduct comprehensive due diligence and risk assessment procedures to ensure regulatory compliance and operational excellence
Collaborate with senior relationship managers to orchestrate seamless client onboarding experiences that set the foundation for long-term relationships
Achieve and exceed ambitious annual sales targets while maintaining the highest standards of client service and regulatory compliance
Build and maintain sophisticated prospect databases and CRM systems to optimize conversion rates and client lifecycle management
Represent the company as a thought leader at industry events and conferences to enhance brand positioning and market presence

Requirements

Education

Undergraduate degree in business, economics, marketing, or related disciplines. Masters or advanced degrees are considered an advantage.

Experience

+5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment

Required Skills

Knowledge and experience with HNWIs Strong international networks for business development Multilingual and territorial-specific experience Exceptional communication skills Full English business proficiency Collaborative approach to build positive relationships and influence others Excellent negotiation and persuasion skills, including tact and diplomacy Strong research and strategic analysis skills Proficiency in Microsoft Office and CRM systems Ability to gather data and provide accurate client analysis for tailored solutions
Advertisement
Ad Space

Sauge AI Market Intelligence

Industry Trends

The investment migration industry is experiencing unprecedented growth driven by global mobility restrictions and increasing demand for alternative citizenship options among ultra-high-net-worth individuals. This trend has been accelerated by geopolitical uncertainties, tax optimization strategies, and the desire for visa-free travel access, creating a robust market for specialized advisory services. Digital transformation in wealth management is reshaping client expectations, with HNWIs demanding seamless digital onboarding experiences combined with personalized, high-touch advisory services. This hybrid approach is becoming the industry standard for premium client servicing. Regulatory compliance requirements in the investment migration sector are becoming increasingly complex, with enhanced due diligence procedures and anti-money laundering protocols driving demand for specialized expertise and sophisticated risk management capabilities. The post-pandemic era has solidified remote work capabilities in professional services, enabling firms to access global talent pools while maintaining high-quality client relationships through digital platforms and strategic travel.

Role Significance

Typically operates within a team of 5-8 private client advisors supported by relationship managers, legal specialists, and operations staff, with direct collaboration with senior management on strategic initiatives.
Senior-level position requiring extensive experience in high-net-worth client management with significant autonomy in business development and client relationship management. The role carries substantial revenue responsibility and requires sophisticated understanding of complex financial and legal structures.

Key Projects

Leading complex multi-jurisdictional citizenship and residency applications involving sophisticated legal and tax structures Developing and executing market entry strategies for new investment migration programs Managing high-value client portfolios with individual case values ranging from $500,000 to $10+ million Establishing strategic partnerships with family offices, private banks, and wealth management firms

Success Factors

Deep understanding of global tax optimization strategies and international wealth structuring to provide sophisticated advisory services that justify premium fees Exceptional relationship building capabilities with ultra-high-net-worth individuals who demand the highest levels of discretion, expertise, and personalized service Comprehensive knowledge of multiple citizenship and residency programs across various jurisdictions, including evolving regulatory requirements and investment thresholds Strong business development acumen with proven ability to convert complex, long-cycle sales processes into substantial revenue while maintaining impeccable client satisfaction standards

Market Demand

High demand driven by expanding global wealth, increasing geopolitical uncertainties, and growing awareness of investment migration options among ultra-high-net-worth individuals seeking portfolio diversification and mobility solutions.

Important Skills

Critical Skills

Relationship building with ultra-high-net-worth individuals is absolutely critical as success depends entirely on establishing trust and credibility with sophisticated clients who have access to numerous advisory options and demand exceptional service standards Deep knowledge of international tax and legal structures is essential for providing valuable advisory services that justify premium fees and differentiate from competitors in an increasingly crowded market Sales and business development expertise specifically adapted to long-cycle, high-value transactions where relationship building and consultative selling approaches are far more important than traditional sales techniques

Beneficial Skills

Multilingual capabilities significantly enhance market reach and client relationship depth, particularly important given the global nature of the client base and the cultural sensitivity required in wealth advisory services Advanced degree in law, finance, or international business provides additional credibility and technical expertise when advising on complex cross-border transactions and regulatory compliance matters Experience in family office or private banking environments offers valuable insights into the broader wealth management needs and decision-making processes of ultra-high-net-worth families

Unique Aspects

Direct access to government officials and exclusive investment migration programs not available through other advisory firms, providing unique value proposition for clients
Opportunity to work with some of the world's wealthiest individuals and families on life-changing decisions that impact generations
Exposure to cutting-edge legal and financial structures in the rapidly evolving investment migration industry
Remote work flexibility while maintaining access to global resources and high-profile client opportunities

Career Growth

Career progression typically occurs within 3-5 years for high performers, with advancement dependent on sales performance, client portfolio growth, and demonstration of leadership capabilities in business development initiatives.

Potential Next Roles

Senior Relationship Manager overseeing larger client portfolios and junior advisors Regional Director responsible for market development and team leadership Practice Head specializing in specific geographic regions or investment migration products Director of Business Development leading strategic partnerships and market expansion initiatives

Company Overview

Henley & Partners - The Firm of Global CitizensĀ®

Henley & Partners is the globally recognized leader in investment migration advisory services, having pioneered the industry over two decades ago and maintaining market dominance through innovative program development and extensive government relationships. The firm has facilitated thousands of successful applications and maintains exclusive partnerships with numerous countries offering citizenship and residency programs.

Undisputed market leader with the largest global footprint, most comprehensive program portfolio, and strongest government relationships in the investment migration industry, commanding premium pricing and attracting the world's most affluent clients.
The Sydney office serves as the primary hub for Asia-Pacific operations, capitalizing on the region's significant wealth creation and the Australian market's sophisticated understanding of international investment and mobility solutions.
Entrepreneurial and results-driven environment that combines the prestige of working with ultra-high-net-worth clients with the intellectual challenge of navigating complex international legal and regulatory frameworks, fostering a culture of excellence and continuous learning.
Advertisement
Ad Space
Apply Now

Data Sources & Analysis Information

Job Listings Data

The job listings displayed on this platform are sourced through BrightData's comprehensive API, ensuring up-to-date and accurate job market information.

Sauge AI Market Intelligence

Our advanced AI system analyzes each job listing to provide valuable insights including:

  • Industry trends and market dynamics
  • Salary estimates and market demand analysis
  • Role significance and career growth potential
  • Critical success factors and key skills
  • Unique aspects of each position

This integration of reliable job data with AI-powered analysis helps provide you with comprehensive insights for making informed career decisions.